Quilter Mortgage Planning Limited
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Senator House85 Queen Victoria StreetLondonEC4V 4ABUNITED KINGDOM- Phone
- +442075625800
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Complaints Contact
Quilter Financial Planning Complaints DepartmentSunderlandSR43 4JRUNITED KINGDOM- Phone
- +448081415077
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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Investment Advice (no pensions)
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Buy-to-Let Start Date
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Buy-to-Let Status
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Credit Brokering
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
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Mortgage Setup
For Customer, Regulated mortgage contract
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Investment Setup
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Adrian Paul Moses
IRN APM01184
- CF30 Customer (24 Sep 2013 to 10 Dec 2013)
- CF1 Director (AR) (24 Sep 2013 to 29 Sep 2023)
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Adrian Paul Peacock
IRN AXP00393
- Appointed representative dealing with clients for which they require qualification (10 Dec 2020 to 24 Oct 2021)
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Adrian Richard Warwick
IRN AXW00172
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 19 Dec 2019)
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Adrian Roger Kemp
IRN ARK00009
- CF4 Partner (AR) (29 Oct 2010 to 30 Sep 2013)
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Adrian Stephen Richardson
IRN ASR01084
- CF1 Director (AR) (24 Apr 2014 to 23 Jul 2019)
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Adrian Stuttard
IRN AXS00332
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
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Adrian Thomas Grace
IRN ATG01028
- CF2 Non Executive Director (5 Nov 2013 to 7 Aug 2014)
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Adrian Thomas Marriott
IRN ATM00002
- CF1 Director (AR) (since 21 Jul 2015)
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Agata Maznicka
IRN AXM00851
- Appointed representative dealing with clients for which they require qualification (29 Jun 2021 to 27 Oct 2021)
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Agnetha Dobson
IRN AXD00758
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- Appointed representative dealing with clients for which they require qualification (since 26 May 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.